​Finance Business Processes

Financial institutions handle a large volume of information on a daily basis. That data needs to be kept well-organized and lockbox secure, yet still readily accessible to both clients and auditors. Our business process solutions help financial institutions large and small manage their data, streamline their processes, and proactively meet regulatory requirements. With SOC Type II certified production centers and secure electronic content management (ECM) systems, we keep your clients’ private financial information safe, while still making files easily retrievable with meticulous indexing and secure central storage.

Lending

The lending process is all too easily bogged down by reams of paperwork and tedious data entry, and manual processing errors can quickly increase exposure to unwanted risk and costly defaults. With automated workflows and meticulous data entry services, we clear away the clutter and ensure that applications have already gone through comprehensive vetting before they ever cross your desk. Seamless integration with any financial services application allows you to enjoy instant access to the files you need while working with the systems you already use.

Fraud Investigation

Effective fraud investigation is like assembling multiple puzzle pieces while attempting to complete four puzzles at once. Instead of trying to keep your information organized via notes or spreadsheets, our comprehensive case management solutions pick up all of your loose threads, allowing you to easily compile and analyze every speck of needed information. Instant access to files, whether in the office or out in the field, gives you and your clients both power and peace of mind.

Mobile Access

With more of your clients going mobile, you’re sure to impress with content that can be shared and viewed on mobile devices, allowing them to review and comment on important documents at their convenience.

Mortgage Lending

Mortgage lending is renowned for being tedious and paper-heavy. With drawn-out approval processes and paperwork that rivals the thickness of a phone book, it’s easy for mortgage lending to do a number on your efficiency and your clients’ satisfaction. Our tailored mortgage solutions help shorten your lending cycle with electronic document capture and automated processes, reducing your risk and increasing your service levels. The result? Your team can devote more energy to servicing existing clients and getting new ones in the door.

Streamlined and secure electronic document management and automated workflows can be yours, helping your financial institution adapt and thrive in a rapidly changing marketplace. Contact us today to find out how our business process solutions can transform your entire enterprise and help you reach new heights of productivity and profitability.

Why DataBank?

We are North America’s leading end-to-end business process solution provider. With the most experience in the industry, we’re proud to offer award-winning solutions to thousands of customers nation-wide—backed by a 100% satisfaction guarantee. Our mission is simple: to help organizations like yours simplify their business processes.